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DeepSeek accelerates asset revaluation! Hedge funds flee India and flow into China.
In the past month, the total market value of the stock markets in and outside China has increased by more than 1.3 trillion USD, while the market value in India has shrunk by more than 720 billion USD during the same period. Hedge funds are buying Chinese stocks at the fastest pace in months, and the MSCI Chinese Index is expected to outperform the MSCI Indian Index for the third consecutive month, setting the record for the longest consecutive gains in two years.
Finance Associated Press Venture Capital: In January, financing in the Carbon Neutrality sector totaled 1.61 billion yuan, a decrease of 95.03% month-on-month. Li Chuang Autos Electronics completed its first round of financing of nearly 0.5 billion yuan.
According to data from the China Finance Association's Venture Capital platform, in January, there were a total of 69 private equity investment events in the domestic Carbon Neutrality sector, a decrease of 28.13% from 96 events last month; The total disclosed financing amounted to approximately 1.61 billion yuan, down 95.03% from 32.404 billion yuan last month.
After the concept divergence of DeepSeek intensifies, the market may enter a volatile rotation rhythm.
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What does it mean for operators to fully access DeepSeek?
① Yesterday, CHINA TELECOM and CHINA MOBILE respectively launched the intelligent computing integrated machine - DeepSeek version; ② China Galaxy believes that the cloud business of operators is expected to continue to grow, and the future proliferation of AI applications may exceed expectations; ③ Kaiyuan Securities stated that operators are likely to welcome a "profit + valuation" Davis double hit in the future.
How intensive is the research on Deepseek's Concept stocks by public offerings? After the holiday, research is busy, and Autos, Medical, and Consumer are also popular research directions.
① After the holiday, Institutions actively conducted research, and a DeepSeek Concept stock was researched by more than thirty Institutions; ② The Industry Chain of Autos, Medical, CSI Consumer 360 index and other fields also received research from multiple Institutions; ③ The active research by Institutions is not only to capture hot investment opportunities but also to respond to the annual report market.
Express News | DeepSeek's Influence Continues. Three Major Chinese Telecom Stocks Listed in Hong Kong Rise. Hang Seng TECH Index Rises 2%.